See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,512 | $138,044-14.1% | $125,339-5.4% | $134,475-11.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -17.28% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,477 | $5,243-33.7% | $4,814-27.8% | $4,740-26.6% |
| Participant deferral / active EE | $6,115 | $7,799-21.6% | $7,446-17.9% | $6,400-4.5% |
| Admin fee / account holder | $13,192 | $11,571+14.0% | $10,010+31.8% | $11,426+15.5% |